Shelley Weaver

Operations Mgr., Advisors' Assistant

Shelley Weaver serves as our Local Operations Manager and Advisor’s Assistant, overseeing day-to-day office operations, processes, and procedures. She coordinates appointments, prepares meeting materials, and provides the Advisor with administrative and operational support before, during, and after client meetings. Shelley joined Turner Financial Group in 2007 after transitioning from medical office administration.



She supports the opening and maintenance of client accounts, coordinates paperwork and follow-up items, processes money movement and trading requests, and helps ensure records are complete and accurate. Shelley also works with custodians and service partners to resolve requests, monitor outstanding items, and keep clients informed. Her organization, attention to detail, and commitment to helping others contribute to an efficient and responsive client experience. Shelley graduated from Pensacola State College.